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Morgan Stanley · regulatory-filing

Morgan Stanley | Investment Banking Pitch Book | 28 slides

28 pages · 4 arc beats · 2 loops

Regulatory-Filing Download JSON
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Morgan Stanley | Investment Banking Pitch Book | 28 slides

Morgan Stanley · 2022-11
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON
Narrative range 28 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 2 slides 100% 2/2 slides 100% 2/2 slides · 18 hits
— 0/2 slides
50% 1/2 slides
— 0/2 slides
100% 2/2 slides
— 0/2 slides
Problem & Complication 3 slides 100% 3/3 slides 100% 3/3 slides · 11 hits
— 0/3 slides
— 0/3 slides
33.3% 1/3 slides 100% 3/3 slides
— 0/3 slides
Evidence & Proof 15 slides 100% 15/15 slides 100% 15/15 slides · 70 hits
— 0/15 slides
20% 3/15 slides · 5 hits 33.3% 5/15 slides 100% 15/15 slides 13.3% 2/15 slides Impact & Next Steps 8 slides 100% 8/8 slides 100% 8/8 slides · 40 hits
— 0/8 slides
37.5% 3/8 slides · 6 hits 25% 2/8 slides 100% 8/8 slides 25% 2/8 slides

Slide inventory

28
every slide · same image gating as the playbook
01
Slide 1
Includes standard regulatory filing disclaimer and exhibit reference.front_matter
Open slide detailBeat · Situation & Context
02
Project Orange regulatory filing slide.summarize
Open slide detailBeat · Situation & Context
03
Includes transaction summary, valuation multiples, and implied premia.summarize
Open slide detailBeat · Problem & Complication
04
Project Orange, Preliminary and Confidential Draft.summarize
Open slide detailBeat · Problem & Complication
05
Project Orange preliminary draft.compare_peers
Open slide detailBeat · Problem & Complication
06
Includes specific investor rollover details and pro forma credit statistics.show_valuation_bridge
Open slide detailBeat · Evidence & Proof
07
Economic ownership calculated off of fully diluted share count of 185.4M inclusive of affiliated shares. Assumes Total Potential Diluted Aggregate Voting Power analyze_data
Open slide detailBeat · Evidence & Proof
08
The slide tracks the progression of potential buyers from initial contact through to final bids, with a significant number of parties having passed or not engagsummarize
Open slide detailBeat · Evidence & Proof
09
The table uses a color-coded legend for negative outcomes (red X for no interest, double red X for re-confirmed no interest, yellow double X for not engaged).analyze_data
Open slide detailBeat · Evidence & Proof
10
Includes a timeline of events leading up to a final bid of $24.90.analyze_data
Open slide detailBeat · Evidence & Proof
11
Includes footnotes regarding data sources and dates.analyze_data
Open slide detailBeat · Evidence & Proof
12
Includes annotations for specific proposal price points (Unaffected, Violet IOI, Violet Revised IOI 1/2, Current Proposal, Orange Counter Proposal 1/2).show_valuation_bridge
Open slide detailBeat · Evidence & Proof
13
The slide uses a line chart format to contrast actuals (black), Street estimates (dashed blue), and Management projections (solid green).compare_peers
Open slide detailBeat · Evidence & Proof
14
Includes historical data (Actuals) and projections for 2022E-2025E.compare_peers
Open slide detailBeat · Evidence & Proof
15
Includes reference data for historical trading ranges and analyst price targets.show_valuation_bridge
Open slide detailBeat · Evidence & Proof
16
Data sourced from Capital IQ, Thomson Consensus, and Company Management.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Benchmark Gap
17
Includes median benchmarks for peer groups and management/street estimates for Orange.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Benchmark Gap
18
Includes sensitivity analysis for NTM multiples and discounted future share prices.show_valuation_bridge
Open slide detailBeat · Evidence & Proof
19
Project Orange, Preliminary and Confidential Draft, Page 19.show_valuation_bridge
Open slide detailBeat · Evidence & Proof
20
Includes a highlighted section for management-approved extrapolations (CY26E-CY32E).analyze_data
Open slide detailBeat · Evidence & Proof
21
Includes sensitivity tables for share price, exit multiples, and revenue/FCF growth.show_valuation_bridge
Open slide detailBeat · Impact & Next StepsLoop · Hypothesis Test
22
The chart distinguishes between 'Sponsor Deals' and 'Strategic Deals' using color coding.compare_peers
Open slide detailBeat · Impact & Next StepsLoop · Hypothesis Test
23
Transaction data as of October 2022; excludes withdrawn deals and those by strategic acquirers.cite_precedent
Open slide detailBeat · Impact & Next Steps
24
Includes annotations regarding changes in price target ranges and revenue estimates post-Q2'22 earnings.analyze_data
Open slide detailBeat · Impact & Next Steps
25
appendix
Open slide detailBeat · Impact & Next Steps
26
Includes breakdown of vested and unvested dilutive instruments, equity value, and net debt adjustments.show_valuation_bridge
Open slide detailBeat · Impact & Next Steps
27
Includes sensitivity adjustments to the cost of equity.analyze_data
Open slide detailBeat · Impact & Next Steps
28
front_matter
Open slide detailBeat · Impact & Next Steps